Tag: financial leadership

Jeanne McMillen, CPA: Executive Leader in Financial Strategy, Corporate Growth and Government Contracting

I’m excited to share my professional executive biography, highlighting over three decades of experience in strategic finance, compliance, and board-level advisory work across public, private, and nonprofit sectors. I’m currently exploring board opportunities where I can bring value through integrity, insight, and leadership.

Navigating Financial Strategies in a Multicultural Landscape

Navigating financial strategy in culturally distinct regions like Saudi Arabia and the UAE demands more than technical acumen—it requires a deep sensitivity to local customs, regulatory frameworks, and business etiquette. Drawing on my leadership roles in both markets, I've learned that successful financial oversight hinges on adaptability: from aligning with Saudi Arabia's trust-driven, hierarchical business environment to thriving in the UAE’s fast-paced, multinational climate. Leading cross-border initiatives such as corporate tax implementation and post-acquisition integration has underscored the importance of blending global standards with regional relevance. Ultimately, cross-cultural financial leadership is not only about compliance and efficiency but also about fostering trust, collaboration, and strategic alignment across diverse organizational landscapes.

Benjamin A. Jagoe: Strategic Investment Executive Bridging Private Equity, Global Markets, and Family Office Leadership

Benjamin A. Jagoe is a distinguished financial executive and investment strategist known for his cross-sector expertise, global investment fluency, and principled leadership. As Chief Investment Officer at Dobbs Management Service, Ben oversees a sophisticated portfolio spanning public equity, private assets, and alternatives—executing strategic acquisitions and advising family stakeholders with institutional-grade rigor. His legacy includes driving operational excellence across six board seats, spearheading venture investment initiatives, and serving as a trusted voice on financial strategy, family governance, and philanthropic engagement.

Syed Asad Abbas: Understanding, Fairness, and Justice in Every Financial Endeavor

I’m excited to share a comprehensive view of my professional journey and the values that guide me. With over two decades in commercial banking, financial analysis, and risk management—and a deep belief in understanding, fairness, and justice—I’m now seeking opportunities to contribute to mission-driven organizations through board service. Here is my biography.

Paul D. Judd: Strategic Tax Executive with Global Mining Expertise and Big Four Pedigree

Paul D. Judd is a veteran tax executive with over four decades of leadership in corporate tax strategy, compliance, and financial planning. With a distinguished career spanning major global mining corporations like Barrick Gold and Rio Tinto, and early roots in Big Four public accounting, Paul is recognized for his strategic insight, technical depth, and calm, collaborative leadership. His ability to navigate complex tax environments and align them with business objectives has made him a trusted advisor, respected industry advocate, and mentor in the financial and tax communities.

Doug Jordan: Visionary FinTech Executive & Global Leader in Digital Asset Innovation

Douglas Jordan is a visionary FinTech executive with over 30 years of experience leading transformative initiatives across global financial markets. As President of Diamond Standard Asset Management, he played a pivotal role in launching the world’s first SEC-regulated diamond commodity exchange, bridging traditional finance with blockchain innovation. Known for his strategic foresight, operational expertise, and ethical leadership, Douglas has consistently driven growth, built high-performing teams, and cultivated trusted relationships with investors, institutions, and global partners. His career reflects a rare combination of technical acumen, international perspective, and an unwavering commitment to innovation and integrity.

Jeffrey S. Carefoot

I'm excited to share a personal milestone in my professional journey. With over three decades of experience across investment management, strategy, and global market leadership, I've had the privilege of serving great teams and delivering real impact in finance and beyond. Now, as I look toward board opportunities and advisory roles, I’m eager to continue that journey with purpose and balance. Here is my biography.

Kevin Laughlin: Strategic Financial Executive Driving Scalable Growth and Operational Excellence

Kevin Laughlin is a seasoned financial executive with a proven track record of scaling companies from early-stage ventures to publicly traded enterprises across the software, services, internet, and manufacturing sectors. With deep expertise in SaaS, recurring revenue models, and operational finance, he has successfully led functions spanning accounting, financial planning, international operations, risk management, investor relations, and legal oversight. Throughout his career, Kevin has guided organizations through IPOs, mergers, and high-growth transitions, including taking companies from zero to \$100 million and from \$3 million to \$400 million in revenue. His leadership is marked by strategic foresight, operational excellence, and a commitment to building strong, scalable financial infrastructures.

Brandon Story: Strategic Capital Markets Leader with Visionary Financial Acumen

Brandon Story is a highly accomplished financial executive with more than 25 years of leadership in capital markets, investment strategy, and mortgage finance. Known for his strategic foresight and results-driven approach, he has held senior roles at Mr. Cooper and Pacific Union Financial, where he led multi-billion-dollar investment portfolios, developed innovative revenue strategies, and guided organizations through complex market landscapes. With deep expertise in asset management, secondary marketing, and business intelligence, Brandon blends technical rigor with collaborative leadership, making him a trusted advisor and impactful voice in the financial services industry.

Robert Lay, MBA | Strategic Financial Leader | CFO | Business Transformation & M&A Executive

Robert Lay is a dynamic financial executive known for his ability to lead complex business transformations, drive operational excellence, and deliver measurable financial results. With a track record that includes more than $800 million in M&A transactions and turning multi-million-dollar losses into profitability, Robert brings a unique blend of strategic vision, fiscal discipline, and leadership integrity. His approach is grounded in collaboration, data-driven decision-making, and a relentless focus on creating sustainable value across organizations.

Woodrow Sorenson: Strategic Manufacturing & Finance Leader with Global Perspective

Woodrow Sorenson is a seasoned financial executive and retired VP & CFO with over 30 years of leadership in manufacturing, finance, and strategic governance. Known for his hands-on approach and global perspective, he has guided operations across Germany, Mexico, and Brazil, while shaping financial strategy and corporate growth at HCC, Inc. His expertise spans ESOPs, cost control, international management, and board-level decision-making, making him a valuable advisor for organizations seeking seasoned insight and steady leadership. Now retired from full-time roles, Woodrow remains committed to contributing his experience by serving on boards where he can help companies align financial and operational goals with long-term strategy.

Donna E. Collins: Accomplished Finance and Operations Executive with Global Nonprofit Leadership Expertise

Donna E. Collins is a transformative finance and operations executive with over 30 years of experience leading mission-driven organizations through strategic growth, financial reform, and operational excellence. Known for her integrity, cross-functional leadership, and deep expertise in nonprofit finance, Donna has successfully implemented enterprise systems, managed global compliance, and built high-performing teams across the U.S. and internationally. Her ability to align strategy with execution makes her a trusted advisor to executive teams and boards alike.

Joanna Rodriguez | Vice President of Finance | Strategic Financial Executive in CPG & Food Industries | CMA

Joanna Rodriguez is a seasoned finance executive with over two decades of experience driving strategic growth and financial excellence in the consumer packaged goods and food industries. As Vice President of Finance at Miss Jones Baking Co., she leads critical initiatives in budgeting, forecasting, capital strategy, and investor relations. A Certified Management Accountant (CMA) with a proven track record in high-growth environments, Joanna combines financial rigor with operational insight to support companies scaling toward long-term success. She is passionate about using her expertise to mentor emerging leaders and contribute meaningfully through board service.

Rob Weisberg: A Legacy of Leadership, Integrity, and Global Insight

I’m excited to share my executive biography, highlighting over 30 years of experience in internal audit, forensic investigations, risk mitigation, and global financial leadership. My passion for solving problems, building transparent systems, and helping others grow continues to guide my journey—on boards, in business, and in service.

Greg Vance: Transformational Financial Leader with Global Expertise in Strategy, Operations, and Investor Engagement

Greg Vance is a results-driven financial executive with over 30 years of global experience leading finance, operations, and strategic transformation across the financial services and technology sectors. Recognized for his ability to drive growth, operational excellence, and investor confidence, Greg has held senior leadership roles at TradeStation, FIS, and Thomson Reuters, where he guided organizations through IPO readiness, complex M&A, and large-scale business integrations. He brings a strong track record in financial planning and analysis, regulatory compliance, and performance optimization, with a leadership style grounded in integrity, transparency, and team development.

Amy Richter: Financial Strategist and Trusted Advisor

I'm proud to share my executive biography, which highlights my journey through finance, consulting, and business leadership. For over two decades, I've worked across medical, manufacturing, and IT sectors, helping businesses transform their financial practices and grow strategically.